Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel George Ouellette is an investment advisor representative at Commonwealth Financial Network, based in Falmouth, Maine. Joel has been in the industry since April 2019 and has been registered with the firm since July 2019. Joel specializes in a variety of investment products and services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Joel has experience working with high-net-worth individuals, corporations, and charitable organizations. Commonwealth Financial Network is a national independent financial services firm that provides a range of services, including financial planning, investment management, and insurance. The firm has over 2,950 registered representatives and 3,300 investment advisor representatives nationwide.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
07/15/2019 - Present
Commonwealth Financial Network (FALMOUTH ME)
BOTH
Issued 07/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joel Ouellette is the right advisor for you? Invested Better is here to help.
